Solid Software
April 22, 2020

Solid Software

Olivia Sheppard | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Citrix Podio

I'm a solo attorney. I use it for task management and to track client fee payments.
  • Maintains client contact information.
  • It's customizable, so I can add apps that I will use and do without things I don't need.
  • It's good for keeping track of tasks.
  • Each app needs to integrate better with the apps within the platform
I made the switch from Clio to Podio plus another platform as my CRM and am much happier.
I have not needed much support. It is fairly simple to navigate.

Do you think Citrix Podio delivers good value for the price?

Yes

Are you happy with Citrix Podio's feature set?

Yes

Did Citrix Podio live up to sales and marketing promises?

Yes

Did implementation of Citrix Podio go as expected?

Yes

Would you buy Citrix Podio again?

Yes

It is well suited for a "home base" practice management software because it does not force useless features on you that don't pertain to your practice area. You simply choose the apps that work well with your practice and don't bother with the apps that are not helpful for you. I do supplement with a CRM.

Podio Feature Ratings

Task Management
9
Resource Management
6
Gantt Charts
5
Scheduling
5
Workflow Automation
9
Team Collaboration
10
Support for Agile Methodology
9
Support for Waterfall Methodology
9
Document Management
9
Email integration
9
Mobile Access
10
Timesheet Tracking
10
Change request and Case Management
9
Budget and Expense Management
10
Quotes/estimates
8
Invoicing
8
Project & financial reporting
8
Integration with accounting software
8